Sr. Retirement Specialist
Core
Drive sales, provide education, and deliver service for plan participants in the City of Baltimore public sector retirement plan.
Role type
Senior Retirement Specialist (Sales & Education)
Builds
Defined contribution retirement savings plans and deferred compensation programs for public sector entities
Domain
Public sector / Retirement planning / Financial services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
FINRA Series 6, 63, 65 or Series 7 & 66; Life & Health license; Defined contribution retirement savings plans knowledge; Financial counseling; Public sector business expertise; 457 plans knowledge; Annuity and investment products knowledge; Territory management
Preferred skills
Financial advisor experience; Undergraduate degree in insurance, business, or marketing
Technologies
None stated
Responsibilities
Schedule and conduct one-on-one and group seminars for potential and existing participants; Develop, manage, and retain relationships with participants and key entity contacts; Provide counseling and guidance on retirement savings plan features and benefits to drive sales growth; Assist Program Director in territory planning and team building; Act as a team lead for a group of Retirement Specialists; Lead special projects related to marketing, customer service, and enrollment processes
Seniority
Senior, hands-on IC with team lead responsibilities